Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Description
Trust Administrative Assistant
Midwest Trust Company – Bellevue, WA
If you are dedicated, disciplined, and client-focused, we have an opportunity for you to join our firm as a Trust Administrative Assistant. You will support one or more Personal Trust Administrators in the management of trust accounts. This is a ‘can-do’ position that requires a positive attitude and work-ethic coming through the door—but that will pay-off rewardingly with the proper investment.
Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
Midwest Trust Company was founded in 1993 and is headquartered in Overland Park, Kansas.
Job Summary:
The Trust Administrative Assistant will provide essential administrative support to the trust department, assisting with various tasks related to client services, trust administration and general office management.
Key Responsibilities:
1. Client Support:
· Assist clients with inquires, request and account maintenance.
· Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed.
· Maintain accurate client records and documentation.
2. Trust Administration Support:
· Assist Trust Officers with administrative tasks related to trust account administration, including opening and closing accounts, processing transactions, and maintaining account files.
· Prepare account paperwork and documentation, ensuring compliance with regulatory requirements and internal policies
· Coordinate with internal departments and external parties to facilitate trust administration processes.
3. Document Management:
· Organize and maintain electronic and physical filing systems for trust documents, correspondence, and other records.
· Assist with scanning, indexing, and archiving documents in accordance with document retention policies.
4. Office Management:
· Provide general administrative support to the trust department, including answering phones, managing calendars, scheduling appointments, and ordering supplies.
· Assist with special projects and initiatives assigned by management.
Requirements
Qualifications:
Midwest Trust Company is an Equal Opportunity Employer